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Addressing business succession within the family using share & option plans presentation
Published on 21 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- what is the rationale and where is it likely to work?
- valuation issues
- timing issues
- compliance issues
- case study - normal family situation
- case study - blended family situation.
Author profile
Vanessa Priest FTI
Vanessa Priest, FTI, of SW Accountants & Advisers has more than 25 years’ experience as a tax specialist and has a particular interest in the tax and succession issues faced by privately owned enterprises and family groups. She has extensive knowledge in areas such as tax structuring, cross border issues, asset acquisitions and divestments, and tax issues arising for trusts. She has written and presented many papers for key professional associations, such as The Tax Institute, the Institute of Chartered Accountants in Australia, the Television Education Network, and Company Secretaries of Australia. Vanessa was a partner at Deloitte Private and prior to that was a partner at BDO and Crowe Horwath. Vanessa is a Chartered Accountant and has degrees in Teaching, Commerce (majoring in Accounting and Economics) and a Masters in Tax Law. She is a Fellow of the Taxation Institute of Australia, a member of Tax Discussion Group No. 14 and the Challis Group. She is currently a member of the State Council for The Tax Institute.
- Current at
07 June 2024
This was presented at An Introduction to Employee Share and Option Plans in a time of Economic Uncertainty – Application to SME Situations .
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Individual sessions
Division 13A: An overview of the regime
Author(s): Scott TREATTMaterials from this session:
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Addressing business succession within the family using share & option plans
Author(s): Vanessa PRIESTMaterials from this session:
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Addressing business succession with employees outside of the family using share and option plans
Author(s): Peter BOBBINMaterials from this session:
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Start up companies and share & option plans
Author(s): Peter BEMBRICKMaterials from this session:
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